- Select a Facilitator/OKR Coach within your team to guide the discussion.
- Study the case description, the Strategic Goal, and the company OKRs.
- Conduct a brainstorming session with sticky notes, asking: “What is the best contribution our team can make to achieve the company’s OKRs?” Write down all ideas, whether goals, tasks, or results — focusing on meaning, rather than format.
- Review the example cards. These include objectives, key results, and tasks. Add any relevant cards to your ideas.
- Group similar ideas into clusters.
- Sort the clusters on the game board into two categories:
- Strategic changes (Change): ideas representing changes or improvements.
- Ongoing activities (Run): regular activities of your department.
7. Ask yourselves: “What’s most important to achieve first?” Choose 1-2 clusters from the "Change" category. Work with these clusters to create OKR 1 and OKR 2.
8. Now, formulate OKRs following these steps:
- Review the chosen cluster of ideas and concisely formulate the Objective (“What do we want to achieve?”). You can use existing cards, but it's better to create your own. Write it on a sticky note and place it on the board.
- Define Key Results: How will you measure success? Identify 1-3 metrics for each Objective, using ideas from the cluster cards.
- Tasks: What actions can you take to achieve the objectives and key results?
9. Cross-check your OKRs with the checklist, company OKRs, and the Strategic Goal.
10. Study other teams' OKRs, focusing on how they connect with yours and the clarity of their formulation. Provide feedback and suggestions for improvement.
11. Adjust your OKRs based on feedback from other teams and your observations.